Clarity Wealth Advisors

Clarity Wealth Advisors (CRD# 157913) is a financial advisory firm headquartered in San Jose, CA. They manage $155,190,499 in 649 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    649
    ACCOUNTS
  • Average Account Value
    $239,122
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, LA, OR, TX

Financial Advisors at Clarity Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Parvin N. Manuchehri
CRD#: 2896681
2580 North First Street, Suite 130, San Jose, CA 95131
96
Wealthminder
score

Parvin Manuchehri (CRD# 2896681) is an Investment Advisor Representative working at Clarity Wealth Advisors in San Jose, CA and has over 19 years of experience in the finance industry. Parvin Manuchehri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Milind P. Dalal
CRD#: 2368965
2580 North First Street, Suite 130, San Jose, CA 95131
83
Wealthminder
score

Milind Dalal (CRD# 2368965) is an Investment Advisor Representative working at Clarity Wealth Advisors in San Jose, CA and has over 22 years of experience in the finance industry.

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